# KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.

KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC. of HIGHLANDS RANCH, CO is an SEC-registered investment adviser.

## Registration

- CRD: 298353
- Type: SEC-registered investment adviser
- SEC file number: 801-113934
- Location: 1805 SHEA CENTER DRIVE, SUITE 220, HIGHLANDS RANCH, CO, 80129
- Phone: 303-847-4045
- Latest filing: 2026-04-15
- Regulatory AUM: $813.4M
- Discretionary AUM: $812.3M
- Non-discretionary AUM: $1.1M
- Clients: 10
- Accounts: 2,390

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Kozak | OWNER, CCO | Highlands Ranch, CO |
| Trevor Nolen Tripp | OWNER | — |
| KOZAK CHRISTOPHER | OWNER, CCO | — |
| TRIPP TREVOR NOLEN | OWNER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298353/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298353/similar
- Related entities: https://search.stillhousedata.com/firm/298353/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298353

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.